See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,642 | $97,757-68.7% | $83,848-63.5% | $135,375-77.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.34% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,614 | $4,222-38.1% | $3,631-28.0% | $4,779-45.3% |
| Participant deferral / active EE | $727 | $4,682-84.5% | $4,082-82.2% | $5,609-87.0% |
| Admin fee / account holder | $17 | $6,674-99.8% | $5,478-99.7% | $10,827-99.8% |